How to Request a New Travel & Entertainment Card


Overview


Critical Concepts


Steps to Take


1. Watch the Concur: New Card Request Training Video












Video: How to Request a New Travel & Entertainment Card (Click above Image)

Script: How to Request a New Travel & Entertainment Card

2. Review the written steps below

The following content is the same as what is covered in the video, only presented in a different format.

1. Log into Concur using your Single Sign-On

2. Click on the Requests module at the top of the page 

3. On the Requests home page, select New Request

4. The new Request and Request Header tab displays

5. In the Request Header, in Request Type, select Card & Payment Products Request, this action updates the Card & Payment Products form

 

6. In Payment Product Type, select UCSD Travel and Entertainment Card

7. Fill out all of the required fields highlighted in red, including any additional financial information

8. In Request Name, verify the applicant’s name is entered; last name, first name

9. In the Business Purpose/Additional Information section, provide the department contact or your assistant's name

10. If expedited processing is necessary, indicate that in the Comment section

11. Select Save

12. Next to Request Header tab, select the Expenses tab 

13. On the right side of the screen, in Expense Type, select New Card

14. In Payment Product Type, select UCSD Travel and Entertainment Card

15. In the MC field, enter the Mail Code the card should be sent to; cards must be sent to a campus address

16. Click Save to add your Expense

17. An Expense line item will display on the left side of the screen

18. To add any required attachments, including the Travel & Entertainment Cardholder Agreement , select the Attachments button, then select Attach Documents

19. In the Document Upload and Attach dialog box, select Browse

20. Once the file is selected, select Upload and close the window

21. To submit the request, select Submit Request and then Accept and Submit 

22. The request will be routed to the Financial Unit approver then routed to the Travel & Entertainment Card team for final review

23. On receipt and approval of the application by the Travel & Entertainment Card team, it takes approximately two weeks until the card is received at the campus address

If you still have questions or need additional assistance, please submit a ticket or call the IPPS Help Desk at (858) 534-9494